Sands Capital Management

Sands Capital Management as of March 31, 2026

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 12.4 $3.2B 18M 174.40
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 7.8 $2.0B 5.9M 337.95
Alphabet Cap Stk Cl A (GOOGL) 5.8 $1.5B 5.1M 287.56
Amazon (AMZN) 5.5 $1.4B 6.7M 208.27
Shopify Cl A Sub Vtg Shs (SHOP) 4.2 $1.1B 8.9M 118.62
Netflix (NFLX) 3.6 $905M 9.4M 96.15
Spotify Technology S A SHS (SPOT) 3.4 $870M 1.8M 484.91
Asml Hldg Nv N Y Registry Shs (ASML) 3.3 $845M 640k 1320.83
Visa Com Cl A (V) 3.3 $837M 2.8M 302.24
MercadoLibre (MELI) 3.2 $822M 476k 1729.02
Cloudflare Cl A Com (NET) 3.0 $756M 3.7M 206.34
Meta Platforms Cl A (META) 2.9 $732M 1.3M 572.13
Intercontinental Exchange (ICE) 2.7 $690M 4.4M 157.28
Carvana Cl A (CVNA) 2.6 $666M 2.1M 314.38
Axon Enterprise (AXON) 2.6 $664M 1.6M 424.69
Intuitive Surgical Com New (ISRG) 2.4 $609M 1.3M 460.99
Doordash Cl A (DASH) 2.3 $594M 4.0M 150.15
Microsoft Corporation (MSFT) 2.2 $566M 1.5M 370.17
Samsara Com Cl A (IOT) 1.9 $496M 16M 31.69
Nu Hldgs Ord Shs Cl A (NU) 1.9 $494M 34M 14.37
Broadcom (AVGO) 1.7 $434M 1.4M 309.51
Sea Sponsord Ads (SE) 1.5 $392M 4.7M 82.81
Applovin Corp Com Cl A (APP) 1.5 $387M 972k 398.00
Quanta Services (PWR) 1.3 $344M 626k 549.02
Block Cl A (XYZ) 1.3 $332M 5.5M 60.18
Carpenter Technology Corporation (CRS) 1.3 $325M 823k 394.15
Carlisle Companies (CSL) 1.2 $307M 920k 333.62
Argenx Se Sponsored Adr (ARGX) 1.0 $249M 340k 730.25
Bloom Energy Corp Com Cl A (BE) 0.9 $241M 1.8M 135.49
Builders FirstSource (BLDR) 0.8 $216M 2.6M 82.33
On Hldg Namen Akt A (ONON) 0.8 $215M 6.3M 34.02
Seagate Technology Hldngs Pl Ord Shs (STX) 0.8 $208M 532k 391.76
Flutter Entmt SHS (FLUT) 0.8 $203M 2.0M 101.95
Tetra Tech (TTEK) 0.8 $201M 6.7M 30.12
McKesson Corporation (MCK) 0.7 $174M 201k 865.36
Coupang Cl A (CPNG) 0.7 $173M 9.2M 18.88
Datadog Cl A Com (DDOG) 0.7 $166M 1.4M 118.05
Lam Research Corp Com New (LRCX) 0.6 $161M 755k 213.66
Roblox Corp Cl A (RBLX) 0.6 $154M 2.7M 56.56
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.5 $133M 1.6M 85.02
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.5 $118M 1.6M 74.07
TransDigm Group Incorporated (TDG) 0.4 $109M 94k 1158.96
Waste Connections (WCN) 0.4 $103M 635k 162.44
Amphenol Corp Cl A (APH) 0.4 $102M 806k 126.35
Ferrari Nv Ord (RACE) 0.4 $97M 288k 338.45
Ultragenyx Pharmaceutical (RARE) 0.3 $67M 3.2M 20.95
Boston Scientific Corporation (BSX) 0.2 $46M 736k 62.75
Full Truck Alliance Sponsored Ads (YMM) 0.2 $41M 5.0M 8.30
Grab Holdings Class A Ord (GRAB) 0.1 $33M 9.1M 3.66
Eli Lilly & Co. (LLY) 0.1 $30M 33k 919.77
Linde SHS (LIN) 0.1 $27M 55k 495.76
Palo Alto Networks (PANW) 0.1 $26M 161k 160.32
Hdfc Bank Sponsored Ads (HDB) 0.1 $23M 908k 24.88
Klaviyo Com Ser A (KVYO) 0.0 $12M 595k 19.46
Stevanato Group S P A Ord Shs (STVN) 0.0 $6.8M 497k 13.75
Figma Class A Com Stk (FIG) 0.0 $4.0M 188k 21.14
Palantir Technologies Cl A (PLTR) 0.0 $3.4M 23k 146.28
Servicenow (NOW) 0.0 $3.3M 32k 104.55
Gitlab Class A Com (GTLB) 0.0 $2.8M 128k 21.64
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $978k 7.8k 125.46
Atlassian Corporation Cl A (TEAM) 0.0 $975k 14k 68.25
Apple (AAPL) 0.0 $817k 3.2k 253.79
Snowflake Com Shs (SNOW) 0.0 $630k 4.2k 150.82
Arista Networks Com Shs (ANET) 0.0 $331k 2.7k 122.78
Robinhood Mkts Com Cl A (HOOD) 0.0 $260k 3.7k 69.30
AeroVironment (AVAV) 0.0 $246k 1.3k 183.05
Lumentum Hldgs (LITE) 0.0 $219k 312.00 702.76